Position in CURV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,526
+$1,602 QoQ
Shares Held
1,352
+160.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 90 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CURV Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,878,216 across 21 Apparel Retail names. CURV ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
14,113 | $2,138,118 | |
| 2 | ROST |
Ross Stores, Inc.
|
2,973 | $632,798 | |
| 3 | BURL |
Burlington Stores, Inc.
|
1,797 | $569,286 | |
| 4 | GAP |
Gap Inc
|
8,460 | $158,029 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
1,262 | $113,590 | |
| 6 | LULU |
lululemon athletica inc.
|
619 | $70,674 | |
| 7 | BKE |
Buckle Inc
|
728 | $30,719 | |
| 8 | AEO |
American Eagle Outfitters Inc
|
1,614 | $27,759 |
All Filings in CURV
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,526 | 1,352 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $924 | 520 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $180 | 185 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $268 | 91 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $224 | 41 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $78 | 15 | Shares | Sole | 2025-02-10 | |
| 2023-06-30 | $2,430 | 865 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,771 | 865 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,470 | 2,186 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||